Adding and Removing Staff Users

Print Friendly and PDF Follow

All ILLiad staff permissions and layout settings are saved in the ILLiad database in the Staff and StaffLayouts tables.
 

Adding a New User

  1. Click the New User icon.
  2. Complete the fields in the Users Details group. Username is a required field.
  3. Select the permissions for the user in the Module Permissions group.
  4. Click the Save icon.
  5. A popup box appears to set the Initial Password for the user. Enter the new password and click OK.

Starting with ILLiad 9.0, sites can set password requirements for staff using the StaffPasswordComplexity key. For additional information about setting password requirements for staff, please see Staff Authentication Password Requirements.

 

Copying a User

If you want to create a new user whose permissions and settings match an existing user, use the Copy User feature.

  1. Click on the user you want to copy in the user list whose and click Copy User.
  2. Change the fields in the Users Details group.
  3. Click the Save icon.
  4. A popup box appears to set the Initial Password for the user. Enter the new password and click OK.

Starting with ILLiad 9.0, sites can set password requirements for staff using the StaffPasswordComplexity key. For additional information about setting password requirements for staff, please see Staff Authentication Password Requirements.

 

Changing Passwords

You can change/ reset a user's password by clicking the Change Password icon.

A popup box appears for you to enter the New Password and Verify Password. The password immediately changes.

Starting with ILLiad 9.0, sites can set password requirements for staff using the StaffPasswordComplexity key. For additional information about setting password requirements for staff, please see Staff Authentication Password Requirements.

Removing a Staff User

You can remove a staff user account from the staff manager. Removing a staff user removes their staff privileges and permissions. This action cannot be undone.

  1. Select the user to delete in the Users grid.
  2. Click the Remove User button on the Staff ribbon. A confirmation form appears, reminding you that the action cannot be undone.
  3. Click Yes to remove the staff user account. The user is automatically removed from the grid.

Deleting a user's staff account cannot be undone. To reinstate a user as a staff user the account will need to be recreated. Also, please note that the currently logged in user cannot be deleted.

Deleting a staff user account will not delete any tracking history or notes associated with that user. 

Questions?

If this article didn’t resolve your issue, please contact Atlas Support for assistance:

Contact Support